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Joel Greenblatt’s Hawaiian Electric Industries HE Stock Holding History

Joel Greenblatt’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,407
Closed -$159K – 1458
2024
Q3 		$159K Sell
16,407
-126,499
-89% -$1.57M ﹤0.01% 1351
2024
Q2 		$1.29M Buy
142,906
+84,654
+145% +$880K 0.02% 816
2024
Q1 		$657K Sell
58,252
-321,883
-85% -$4.09M 0.01% 961
2023
Q4 		$5.39M Buy
380,135
+363,002
+2,119% +$4.72M 0.1% 267
2023
Q3 		$211K Sell
17,133
-63,303
-79% -$1.54M ﹤0.01% 1226
2023
Q2 		$2.91M Buy
80,436
+55,880
+228% +$2.1M 0.06% 435
2023
Q1 		$943K Buy
24,556
+14,060
+134% +$570K 0.02% 766
2022
Q4 		$439K Sell
10,496
-2,615
-20% -$101K 0.01% 929
2022
Q3 		$454K Buy
13,111
+6,917
+112% +$278K 0.01% 871
2022
Q2 		$253K Buy
6,194
+849
+16% +$35.7K 0.01% 987
2022
Q1 		$226K Sell
5,345
-1,034
-16% -$43.1K 0.01% 1039
2021
Q4 		$265K Buy
+6,379
New +$259K 0.01% 983

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Joel Greenblatt's HE Position: Q4 2024 in Review

Joel Greenblatt sold out of Hawaiian Electric Industries (HE) in Q4 2024, closing a stake of 16,407 shares — an estimated $159K sold.

Joel Greenblatt first reported a position in HE in Q4 2021 and held it in 12 quarters. The position peaked at $5.39M in Q4 2023. 290 funds tracked by Wall St. Rank hold HE as of Q4 2024.

  • Joel Greenblatt reported no remaining Hawaiian Electric Industries position as of Q4 2024 after selling out during the quarter.
  • Joel Greenblatt sold 16,407 Hawaiian Electric Industries shares in Q4 2024, an estimated $159K.
  • Joel Greenblatt first reported a position in Hawaiian Electric Industries in Q4 2021 and held it in 12 quarters.
  • Joel Greenblatt's Hawaiian Electric Industries position peaked at $5.39M in Q4 2023.
  • 290 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2024.

Based on Gotham Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.